PMFA
SVC

Plante Moran Financial Advisors’s Service Properties Trust SVC Stock Holding History

Plante Moran Financial Advisors’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$4.98K – 858
2023
Q1 		$4.98K Buy
+100
New +$4.62K ﹤0.01% 645
2022
Q2 		– Sell
-360
Closed -$16K – 1054
2022
Q1 		$16K Buy
+360
New +$15.7K ﹤0.01% 539
2021
Q2 		– Sell
-692
Closed -$41K – 1081
2021
Q1 		$41K Buy
692
+492
+246% +$29.6K 0.01% 402
2020
Q4 		$11K Buy
+200
New +$10.2K ﹤0.01% 621

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's SVC Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Service Properties Trust (SVC) in Q2 2023, closing a stake of 100 shares — an estimated $4.98K sold.

Plante Moran Financial Advisors first reported a position in SVC in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q1 2021. 246 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Service Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Service Properties Trust shares in Q2 2023, an estimated $4.98K.
  • Plante Moran Financial Advisors first reported a position in Service Properties Trust in Q4 2020 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Service Properties Trust position peaked at $41K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.